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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,471 | $73,867-64.2% | $143,770-81.6% | $68,498-61.4% |
| Participation rate | 87.0% | 66.7%+20.4pp | 80.3%+6.7pp | 67.9%+19.1pp |
| Annual return | -14.97% | 1.01%-16.0pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,088 | $3,184-34.4% | $4,951-57.8% | $2,596-19.6% |
| Participant deferral / active EE | $5,660 | $3,384+67.3% | $5,638+0.4% | $4,027+40.5% |
| Admin fee / account holder | $2,339 | $5,755-59.4% | $14,673-84.1% | $5,403-56.7% |